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CWMG, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

CWMG, LLC operates in the financial services sector and focuses on individuals who want to build wealth, manage financial risk, and retain more of what they earn. The firm emphasizes developing close relationships with a select group of clients by providing guidance and support that helps them prioritize important life goals. Based in Irvine, California, the company maintains a small team and delivers its services as a registered representative through Cetera Advisor Networks, LLC, a FINRA/SIPC-member broker-dealer that is independently owned.

It serves individuals seeking professional guidance for wealth creation and risk management. Its advisory and securities activities are conducted through Cetera Advisor Networks, LLC, a FINRA/SIPC-member broker-dealer, with Cetera operating independently from the firm.

Find CWMG, LLC employees' phone numbers or email addresses

CWMG, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

CWMG, LLC's Leadership

  • Stylized image of a person
    B. D.
    Certified Financial Planner Chfc Aep Cfs
    Mobile Phone

CWMG, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from CWMG, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. D.
    Certified Financial Planner Chfc Aep Cfs
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is CWMG, LLC known for?

Minus sign iconPlus sign iconCWMG, LLC was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-714-259-****
. Explore CWMG, LLC's company overview page for more information.

What is CWMG, LLC's most common email format?

Minus sign iconPlus sign iconCWMG, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CWMG, LLC email formats with LeadIQ.

How many employees does CWMG, LLC have currently?

Minus sign iconPlus sign iconCWMG, LLC has approximately 5 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CWMG, LLC's key employees and leadership?

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As of July 2026, CWMG, LLC's key employees include:

  • Certified Financial Planner Chfc Aep Cfs: B. D.

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